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Eliminate Manual Tasks

Time is always of the essence, and your time is valuable. With a host of features, DocuSign is able to provide you with the ability to increase operational efficiency and save time on preparing, sending and signing documents. By eliminating the manual tasks associated with all types of agreements, it frees you up to get even more done with your day. Our customers have seen rapid acceleration of time to prepare agreements. 

 

  • 70% decrease in number of steps to create a form
  • 97% Reduction in number of forms used across products
  • 90% decrease to prepare documents

 

 

Disclaimer:

If some of these features are not within your plan, contact your sales representative to upgrade your account.

1 Templates

Templates

Templates are ideal for your most used documents. It’s a streamlined, repeatable, and shareable process by creating a standardized document to send out all of your agreements. You no longer need to recreate the document every time you need to prepare and send it to different people. By enabling automation of this task, you can save time and unnecessary effort in creating a new agreement template every time they need to send out an agreement.

Examples:

  • Sales contracts
  • NDAs
  • Lease agreements
2 Bulk Send

Bulk Send

DocuSign’s Bulk Send feature is the ideal way to send a document to hundreds or even thousands of people at once, quickly and easily. Use Bulk Send for employee policy and other HR updates, payment verification forms, and more. With increased efficiency, sending quicker enables your recipients to sign quicker.

Examples:

  • Onboarding documentation
  • Lending forms
3 PowerForms

PowerForms

PowerForms provide a simple way to create secure, user-friendly forms for your customers to fill out and sign on a self-service basis. Simply embed the form on your website or send it as a secured link through email to capture information from people you might not know such as attendees for an open event registration, standard NDAs and more.

Examples:

  • Event registrations
  • Release forms
4 Agreement Actions

Agreement Actions

Eliminate the need to manually kick-off downstream agreement processes, such as downloading individually signed agreements into a system of record. This could be time-consuming, error-prone and even require the need for technical resources. With Agreement Actions, Admins can now automate these actions and save valuable time and resources.

Examples:

  • Employment contracts
  • Sales contracts
5 Signing Order

Signing Order

Automatically set a signing order to multiple recipients you need to complete an agreement. Automating the signing order lets you control when your recipients receive and sign your documents. By routing signers in a specific order, you don’t need to manually set up a way to get one signature before another.

Examples:

  • Legal approvals
  • Statement of Work
6 Conditional Routing

Conditional Routing

Route an envelope to different people based on relevant information in an envelope that applies to individuals signing a document. By routing the document to the right individuals, it shortens the time it takes to sign an agreement.

Examples:

  • Purchase order
  • Sales discount
7 Carbon Copy

Carbon Copy

Easily send a copy of an agreement to someone who doesn’t need to sign. You can add other information the signer needs, by using one of the CC recipient types. CC recipients can view, download, and print your documents but take no other actions. This allows visibility and unnecessary effort to communicate with individuals within an organization.

Examples:

  • Employee agreements
  • Vendor contracts
8 Take the Webinar

Take the Webinar

Now that you've learned about each feature, join one of our complimentary instructor-led webinars to understand how they can work together.

In this webinar, you will learn about advanced DocuSign eSignature features that help streamline processes. Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.

Templates

Templates are ideal for your most used documents. It’s a streamlined, repeatable, and shareable process by creating a standardized document to send out all of your agreements. You no longer need to recreate the document every time you need to prepare and send it to different people. By enabling automation of this task, you can save time and unnecessary effort in creating a new agreement template every time they need to send out an agreement.

Examples:

  • Sales contracts
  • NDAs
  • Lease agreements

Bulk Send

DocuSign’s Bulk Send feature is the ideal way to send a document to hundreds or even thousands of people at once, quickly and easily. Use Bulk Send for employee policy and other HR updates, payment verification forms, and more. With increased efficiency, sending quicker enables your recipients to sign quicker.

Examples:

  • Onboarding documentation
  • Lending forms

PowerForms

PowerForms provide a simple way to create secure, user-friendly forms for your customers to fill out and sign on a self-service basis. Simply embed the form on your website or send it as a secured link through email to capture information from people you might not know such as attendees for an open event registration, standard NDAs and more.

Examples:

  • Event registrations
  • Release forms

Agreement Actions

Eliminate the need to manually kick-off downstream agreement processes, such as downloading individually signed agreements into a system of record. This could be time-consuming, error-prone and even require the need for technical resources. With Agreement Actions, Admins can now automate these actions and save valuable time and resources.

Examples:

  • Employment contracts
  • Sales contracts

Signing Order

Automatically set a signing order to multiple recipients you need to complete an agreement. Automating the signing order lets you control when your recipients receive and sign your documents. By routing signers in a specific order, you don’t need to manually set up a way to get one signature before another.

Examples:

  • Legal approvals
  • Statement of Work

Conditional Routing

Route an envelope to different people based on relevant information in an envelope that applies to individuals signing a document. By routing the document to the right individuals, it shortens the time it takes to sign an agreement.

Examples:

  • Purchase order
  • Sales discount

Carbon Copy

Easily send a copy of an agreement to someone who doesn’t need to sign. You can add other information the signer needs, by using one of the CC recipient types. CC recipients can view, download, and print your documents but take no other actions. This allows visibility and unnecessary effort to communicate with individuals within an organization.

Examples:

  • Employee agreements
  • Vendor contracts

Take the Webinar

Now that you've learned about each feature, join one of our complimentary instructor-led webinars to understand how they can work together.

In this webinar, you will learn about advanced DocuSign eSignature features that help streamline processes. Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.

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